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Invesco S&P 500 Low Volatility ETF

662 hedge funds and large institutions have $5.3B invested in Invesco S&P 500 Low Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
662
Holders Change
+80
Holders Change %
+13.75%
% of All Funds
10.22%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.51%
New
133
Increased
191
Reduced
203
Closed
41
Calls
$2.92M
Puts
$4.04M
Net Calls
-$1.13M
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
626
Sound Income Strategies
Florida
$14K
KCM
627
KRS Capital Management
Michigan
$14K +$14K +204 New
GFPC
628
Global Financial Private Client
Florida
$13.7K
ARIS
629
Advanced Research Investment Solutions
California
$13K +$13K +200 New
OCM
630
Orion Capital Management
California
$12K
HWM
631
HighMark Wealth Management
Minnesota
$12K +$1.86K +27 +18%
CCM
632
Cribstone Capital Management
Maine
$11K
LF
633
Lee Financial
Texas
$11K
RAM
634
Riggs Asset Management
Pennsylvania
$10K
FAG
635
Fortitude Advisory Group
Washington
$10K +$10K +139 New
NIC
636
Northwest Investment Counselors
Oregon
$9K +$9K +136 New
RPCA
637
Running Point Capital Advisors
California
$8K -$8K -109 -50%
OIA
638
Optimum Investment Advisors
Illinois
$8K
ACM
639
Absolute Capital Management
Pennsylvania
$7.89K +$7.89K +115 New
MP
640
McDonald Partners
Ohio
$7.89K +$7.89K +115 New
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
FFA
642
Freedman Financial Associates
Massachusetts
$7K
FWM
643
Focused Wealth Management
New York
$7K +$69 +1 +1%
MTWM
644
Masso Torrence Wealth Management
New Jersey
$7K +$7K +100 New
SL
645
Savior LLC
Massachusetts
$6K
AssetMark Inc
646
AssetMark Inc
California
$5K -$214 -3 -4%
DSC
647
Duncker Streett & Co
Missouri
$5K
CCM
648
Chilton Capital Management
Texas
$5K +$5K +73 New
RK
649
Rather & Kittrell
Tennessee
$5K +$5K +87 New
BWL
650
Bogart Wealth LLC
Virginia
$4K